Latin America Sales

JEAN-CLAUDE ARDILA

***** **** ****** *** *** *** Ph: 727-***-****

Tampa, Fl 33635 Email: lijh6j@r.postjobfree.com

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SUMMARY OF QUALIFICATIONS

6+ years broad-based sales and customer service experience.

Understanding of market trends and conditions.

Presentations to clients on offshore products, operations, procedures and regulations.

Experienced in South American market sales and business management.

Proven superior quality service by supporting clients in the U.S.A, Central and South America.

Assist, track, monitor and resolve all clients operational, administrative issues and inquires.

Daily review of financial advisor’s money line, trade, and commission reports.

Assist financial advisors to learn and understand our line of products through phone presentations.

Experience preparing presentations using Morningstar, Zephyr, and Fund Analysis tools for financial advisors and high net-worth clients both in English and Spanish.

Advise clients on portfolio structure, financial markets, and individual risk tolerance.

Demonstrate appropriate level of competency in the following areas: drive continuous improvement, set high standards of performance, leadership, teamwork, communication, focus on the end customer, and Build Trust.

WORK HISTORY

Franklin Templeton Investments, St. Petersburg, Fl 08/07 - present

Licensed Sales Associate

Respond to clients and advisors telephone and email inquires on the Franklin Templeton products Offshore and domestic, market conditions, fund performance and policies and procedures. Phone presentations and cross selling in general to keep assets under management. Support Internal and External Wholesalers in New York, California, Texas, and Florida.

Washington Mutual Bank Home loan center, Clearwater, Fl 02/06 - 07/07

Mortgage Loan Officer

I solicited mortgage loans from referral sources. Those sources include, but are not limited to, Realtors, builders and other networking avenues. Follow all Federal and State compliance policies.

JPMorganChase, NA. Chase Home Finance -Columbus, Ohio 12/02 - 01/06

Bilingual Sales Quality Specialist

Evaluate and provide compliance feedback to the Home Loan Direct Sales Personnel located in Ohio and Arizona on inbound/Outbound call handling to ensure appropriate disclosures and Federal guidelines are provided and ensure professionalism in dealing with customers. Monitoring the origination process for accuracy. Identifying trends and working to improve customer satisfaction.

EDUCATION

Kaplan online University NASD Series 7 and 63 licensed 03/2008

Hocking Technical College -Nelsonville, Ohio-AA Business Degree 10/96 - 12/98

COMPUTER SKILLS

Lotus notes, Microsoft Word, Microsoft Excel, PowerPoint, and Access.

REFERENCES Excellent references (FTI and JPMorgan Chase) available upon request.

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